Which returned more over the last year, ITOT or XLB?

In the year to Oct 28, 2026, with distributions reinvested, ITOT returned +13.4% and XLB +18.5%.

Which is cheaper, ITOT or XLB?

ITOT is cheaper, by 0.05 percentage points a year. That is about $5 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do ITOT and XLB overlap with the S&P 500?

By their latest filed holdings, 88% of ITOT and 100% of XLB by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

ITOT vs XLB: Differences, Returns & Fees

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Over the year to Oct 28, 2026, ITOT returned +13.4% to XLB's +18.5%; 1% of their weight is in the same names.

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Net assets on Oct 27, 2026: $97.1bn for iShares Core S&P Total U.S. Stock Market ETF and $8.1bn for State Street Materials Select Sector SPDR ETF.

ITOT on its own →XLB on its own →

At a glance

+13.4%

ITOT total return, 1 year

+18.5%

XLB total return, 1 year

0.03%

ITOT expense ratio

0.08%

XLB expense ratio

Pair scorecard

ITOT costs 0.05 points a year less; their one-year returns differ by 5.1 points; ITOT is 12.0 times larger.

ITOT vs XLB: Differences, Returns & Fees
Measure	ITOT	XLB
Return
Measure	ITOT	XLB
Total return, 1 year	+13.4%	+18.5%
Benchmark
Measure	ITOT	XLB
What it tracks	S&P Total Market Index (TMI)	Materials Select Sector Index
Cost and size
Measure	ITOT	XLB
Expense ratio	0.03%	0.08%
Net assets, as of Oct 27, 2026	$97.1bn	$8.1bn
Holdings
Measure	ITOT	XLB
Holdings in common	1%
Top ten holdings, share of the fund	33.9%	58.5%

Holdings in common uses holdings dated Oct 27, 2026. Method

What they share

By the books each fund has filed, ITOT and XLB hold 1% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

1% in common

Positions both hold · largest shared weight first ITOT XLB

LINDE PLC 0.31% 12.96%

NEWMONT 0.16% 6.56%

FREEPORT MCMORAN INC 0.13% 5.23%

ECOLAB 0.10% 4.98%

SHERWIN WILLIAMS 0.10% 4.73%

AIR PRODUCTS AND CHEMICALS 0.09% 4.84%

CRH PUBLIC LIMITED PLC 0.08% 4.47%

NUCOR 0.08% 4.89%

VULCAN MATERIALS 0.05% 4.89%

MARTIN MARIETTA MATERIALS 0.04% 4.62%

STEEL DYNAMICS INC 0.04% 4.77%

AMCOR PLC 0.03% 3.24%

Only in one fund ↓

Only in ITOT

NVIDIA 7.06%

APPLE 6.78%

MICROSOFT 5.28%

AMAZON.COM INC 3.32%

ALPHABET CLASS A 2.52%

BROADCOM INC 2.18%

ALPHABET CLASS C 2.02%

META PLATFORMS CLASS A 1.83%

Only in XLB

XAB MATERIALS DEC26 0.00%

Check overlap with more funds →

Side by side

ITOT iShares Core S&P Total U.S. Stock Market ETF XLB State Street Materials Select Sector SPDR ETF

Where it sits Stock ETF Stock ETF

Issuer iShares State Street

What it is Tracks the S&P Total U.S. Stock Market Tracks an index of Materials

Total return, 1 year +13.4% +18.5%

Expense ratio 0.03% 0.08%

Already in the S&P 500 88.1% 99.8%

Holdings 2443 25

Net assets, as of Oct 27, 2026 $97.1bn $8.1bn

ITOT and XLB on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Alert

About each fund

ITOT

ITOT tracks the S&P Total U.S. Stock Market. Over the year to Oct 28, 2026 it returned +13.4% with distributions reinvested. The prospectus expense ratio is 0.03% a year. By its holdings published by its issuer for Oct 27, 2026, 88% of the fund by weight is stocks the S&P 500 also holds, across 2,443 positions, with the top ten at 33.9%.

XLB

XLB tracks an index of Materials. Over the year to Oct 28, 2026 it returned +18.5% with distributions reinvested. The prospectus expense ratio is 0.08% a year. By its holdings published by its issuer for Oct 27, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 25 positions, with the top ten at 58.5%.

Questions people ask

Which returned more over the last year, ITOT or XLB?: In the year to Oct 28, 2026, with distributions reinvested, ITOT returned +13.4% and XLB +18.5%.
Which is cheaper, ITOT or XLB?: ITOT is cheaper, by 0.05 percentage points a year. That is about $5 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do ITOT and XLB overlap with the S&P 500?: By their latest filed holdings, 88% of ITOT and 100% of XLB by weight is stocks the S&P 500 already holds.

Other comparisons

ITOT vs XHB ITOT vs XLV ITOT vs XLF ITOT vs VPU VIG vs XLB SCHX vs XLB SPYM vs XLB USMV vs XLB

Where to next

ITOT on its own →XLB on its own →Hold both: look the portfolio through →Rankings →ITOT dividend history →ITOT holdings →XLB dividend history →XLB holdings →Standards and sources →

Sources and dates

ITOT filings on SEC EDGAR ↗

ITOT prospectus with the expense ratio (SEC) ↗

iShares page for ITOT ↗

XLB filings on SEC EDGAR ↗

XLB prospectus with the expense ratio (SEC) ↗

State Street website ↗

Links are sources, not endorsements. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, ITOT against XLB, data as of Oct 28, 2026. https://etfiq.com/compare/any/itot-vs-xlb

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.